Justin Post

Are you seeing any improvement in repeat rates or customer service scores?

is it contributing any -- so far, do you expect a bigger contribution next year? And then second, people who do book those, are you seeing better retention

Are you seeing any differences in like total volumes of bookings from quarter changes like in Europe?

Looking back, what what might have pressured the the growth rates and and on a macro level? And do you see those those pressures changing

shareholder letter mentioned you might be able to sell racks of Trainium. Just wondering with your capacity constraints

you might have access to the full suite of OpenAI models on Bedrock. Just wondering how big of an unlock that is

how you're feeling about your capacity levels and how capacity constrained you are right now?

the revenue guidance. It looks pretty robust growth in the third quarter

Can you explain why they might fluctuate up and down if it's beyond just capacity?

how do you think you're positioned competitively in these AI engines? And are you encouraged or concerned about the changes they're making

Do you think the gap between bookings growth and room night growth can grow

Just wondering if it's the loyalty program, leisure growing faster than business, what's helping the industry take share

could you also comment on what you're seeing in those kinds of macro sensitive metrics from your Europe and APAC customers

can you just remind us of what happened last year, why it was so strong? And how you're thinking about forward holiday bookings

Can you talk a little bit about how that might translate to higher margins or better loyalty, better repeat rates

So were some of those nights borrowed in Q4? And then maybe talk about summer booking pacings, if you can.

How do you think about integrating that with agentic capabilities on your own platform

you talked about unit economics of grocery retail going positive in the second half. What's enabling that?

I don't think you've really had a chance to outline synergies with Deliveroo on the -- maybe on the order and the top line side

How are you thinking about the efficient frontier? And could you be driving room nights faster if you wanted?

Now that you're over that, how is that helping you potentially compete better?

Scott, maybe you could talk about how you thought about Q4 comps in your full year guidance.

give us some things that are working there and how your outlook is for that brand for the next 12 months

Are you kind of at your ROI frontier and could you have spent more to drive higher bookings?

could you talk about the Hotels.com turnaround? Are you feeling more optimistic that you're making positive change there?

longer term on margins, you know, fifty bps know, nice improvement year over year, but but where you are versus peers

can you help us think about how you're thinking about the opportunity there

And then anything on the big AI deal margins with the generative AI companies

Are you seeing any cannibalization of search

comment on the pace of innovation in frontier models

How are you doing with Gemini subscriptions

Is it accelerating as you integrate more AI

it took about 10 months to get you Spark out. I think it's a pretty good pace. Just help us understand what kind of unlock that is

I'm just wondering if you're seeing a general acceleration in e-commerce activity. Where do you think the dollars are coming from? And is the entire Internet ecosystem accelerating?

How do you think about expanding your opportunities beyond ads? Things like subscriptions or licensing cloud models

how do you think about margins in this content cycle? Any reason to think they would be different versus prior cycles

how are you thinking about the ROI? And are you optimistic about the long-term returns?

Do you think of all this capacity mostly for internal uses? Or do you think there's a way to share or even come up with a business model where leveraging that capacity for external uses?

Just on the guide in the second quarter, there are reports of potential supply issues in e-commerce. How you thought about that in the guide, and maybe how you're thinking about it for the back half?

How do you think about monetizing that? Could it be CPC ads? Or how are you thinking about that?

do you think the content could change? Could it appeal to more users? Will that impact advertising at all?

What's kind of putting you over the top with like Zoox and others getting those deals done?

I know Waymo is launched in a bunch of southern cities. Just wondering what you're seeing in those cities?

how do you think about the impact of AV ramps from, say, Tesla or Waymo in those cities on market share and your profitability

how you are thinking about the investments you are going to need over the next 12, 18 months to really scale your business

really, maybe talk about that and your partnership pipeline here for the next 6 months or so

any impact on mobility rides or pricing or delivery - you know, lower AOVs or anything like that on the macro, or contemplated going forward

Can you talk about how you think the market could evolve from here and why it might not be just two companies and what you're seeing globally

maybe talk about what would drive you down to 17, 18% constant currency or what would cause you to be more at the higher end of the 21% in Q1